Recently, a private equity fund manager approached me for my insight on a business sale. He knew a person selling a business who was complaining about the amount he’d have to pay in commissions, fees ...

Trust Powered by Pennington Law reports alternatives to avoid capital gains tax without a 1031 exchange, highlighting options like deferred sales trusts for wealth management.

A DST enables you to sell an asset now but receive the proceeds over time, thereby deferring capital gains taxes.

A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...

As a seasoned attorney specializing in tax law and financial planning, I've helped numerous clients navigate the complexities of capital gains tax, particularly through the use of an IRS Code 453 ...

Recently, a manager of a private equity fund mentioned that the seller of the business was complaining about the amount that the seller will have to pay in commissions, fees and capital gains taxes.

When the time comes to sell an appreciated asset, the resulting tax burden can be a hard pill to swallow. With a Deferred Sales Trust, sellers can defer income and capital gains taxes on appreciated ...

The tax code in Massachusetts can feel cruel to resident business owners who intend to fund their retirement years by selling their companies. First, exiting business owners must pay the U.S. Treasury ...

How can I avoid capital gains tax without a 1031 exchange? Understanding capital gains taxes from a property sale and the legal strategies you can pursue to manage tax liabilities from selling an ...